The KnoxBarret Team
Driven by a passion to serve and innovate, the KnoxBarret’s team has a deep understanding of the financial services industry, its best practices, and the legacy tools that support a firm’s day-to-day operations enable us to help our clients address their current issues and build for their future.
“We cannot solve our problems with the same thinking we used when we created them.”
—Albert Einstein
PARTNER
Colin Sharp
Founding member of KnoxBarret and veteran executive that has helped several investment management companies build their technological and operational frameworks to support and grow their businesses.
EXPERIENCE
—Endurance Capital, Partner
—Riverbridge, Partner & COO
—Peregrine Capital Management, CTO
—Securian Asset Management, Director of Technology
PARTNER
Joan Bennett
Veteran institutional asset management strategist and problem-solver, specializing in operational transformation, process automation, and custom reporting and analytics solutions. Deep knowledge of Microsoft products and services including Azure, Microsoft 365 administration, MSSQL, SQL Reporting Services, and Power Platform.
EXPERIENCE
—Peregrine Capital Management, CTO
—Securian Asset Management, Senior Investment Technology Analyst
—IDS Advisory Group, Manager of Systems Development and Administrative Services
PARTNER
Jason Anderson
Experienced senior executive focused on transforming businesses. Applies the lessons learned from leading operations, technology, and strategy for leading financial services firms. Led a successful turnaround and sale of a medical device company. Has created innovative solutions to challenging business problems that leveraged people, processes, and technology.
EXPERIENCE
—Dynatronics, Division President & Corporate CIO
—Bird & Cronin, President
—Evercore Wealth Management, Partner & CIO
—Varde Partners, Director of Information Systems
—Abbot Downing, Senior Managing Director Operations & Technology
Wells Fargo Trust Steering Committee
—Lowry Hill, Partner & CTO
Wells Fargo Trust Steering Committee
Wells Fargo CISO
“If you want something new, you have to stop doing something old.”
—Peter Drucker